MU因未来利润率承压而面临长期下行风险，预计两年内将跌破500美元。
逐段跳播
但话说回来，Micron 将在收盘后公布财报，我们只能拭目以待，看看会发生什么。
Um, but again, with Micron earnings after the bell, we'll have to watch and see what happens.
最后说说 Micron。Micron 今天看起来会小幅高开。今天它将在收盘后公布财报。这大概是近几周来最重要的一份财报。因为它现在是一家市值万亿美元的公司，而且它是 Micron，人人都知道 Micron。
上行方面，如果财报推动股价上涨，在 1150 处有一个缺口待回补，那将是重要阻力位。下行方面，我会关注这条趋势线。看看这条漂亮的上升趋势线，就在 1000 略下方。所以那条是阻力，下面那条是支撑。这些将是我现在正在关注的盘后关键价位。
Lastly, Micron. Micron looks to be opening slightly higher today. Today it will report earnings after the bell. This is probably the biggest earnings report we've had in weeks at this point.
Um because it's a trillion dollar company now and it's Micron. Everyone knows Micron. Upside. If we rally on earnings, there's a gap fill at 1150. That would be major resistance.
On the downside, I'd be watching this trend line. Look at this beautiful ascending trend line just below a,000. So those are that's resistance and the one below is support. Those will be in the after hours levels that I'm toning in on now.
我有什么指引吗？比如图表告诉我他们会怎么做？老实说，我对此没有好的判断。我认为这份财报会不错。事实上我认为会非常好，但关键不在于上一季度的财报如何，而在于未来的利润率。比如到了某个时点，其他工厂会陆续投产。
不管是 2027 年还是 2028 年，工厂就在那里。Micron 自己也在建厂，对吧？但我们也听说 SK Hynix 在建厂等等。所以利润率会下降。只要不是在未来 12 个月内发生，市场会给它一定的信任，可能还会继续推高它。
而这正是我们需要关注的。市场通常会在未来 6 到 12 个月之前就把股票的走势定价进去。如果他们显示出任何利润率承压的迹象，这只股票就可能下跌。我仍然认为两年之内，它会跌到 500 美元以下。
听起来很疯狂，我知道。甚至可能跌破 300，但我确实认为这会发生。
Do I have a guide? Like what is my what is the chart telling me about what they're going to do? I honestly have no good read on this. I don't I think the earnings will be good.
I think they'll be great in fact, but it's not about what the earnings for this last quarter were. It's what the margins are going forward. Like at some point other factories are going to come online.
Whether it's 2027, 2028, there are factories. Micron's even building a factory, right? But we've heard SKH Highix is building etc. So the margins are going to go down. the market will give it the benefit of the doubt and probably keep it up as long as it's not in the next 12 months.
And that's what we need to look for. The market generally prices out stocks 6 to 12 months in what they're going to do over the next 6 to 12 months. If they show any sign of margin compression, this thing could go down.
And I still think within two years, this will be a sub $500 stock. Sounds crazy, I know. Maybe even sub300, but I do think it'll happen.
观察点
这个频道对 $MU 的历次判断
Verified Investing 在这只股票上共 5 条判断，这里只列相邻的几条。